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Monument Group Wealth Advisors

Latest statistics and disclosures from Monument Group Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAI, VTI, VEA, DFAE, and represent 78.91% of Monument Group Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$6.2M), DFAI, DFAE, DFAR, SYK, DFSU, IBM, WTW, MRK, MCD.
Started 6 new stock positions in PEG, SYK, IBM, MCD, VYM, MRK.
Reduced shares in these 10 stocks: VTI, VB, VTV, VEA, USSG, , GL, GOOG, MSFT, JNJ.
Sold out of its positions in USSG, D.
Monument Group Wealth Advisors was a net buyer of stock by $9.2M.
Monument Group Wealth Advisors has $135M in assets under management (AUM), dropping by 15.08%.
Central Index Key (CIK): 0001965665

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Portfolio Holdings for Monument Group Wealth Advisors

Monument Group Wealth Advisors holds 47 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	40.1	$54M	+12%	1.7M	31.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	16.1	$22M	+12%	718k	30.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	11.3	$15M	-10%	59k	259.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.2	$9.7M	-2%	194k	50.17	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.3	$5.7M	+14%	232k	24.72	View chart
Vanguard Index Fds Value Etf (VTV)	2.1	$2.9M	-8%	18k	162.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.0	$2.7M	-10%	12k	228.60	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	2.0	$2.7M	+27%	120k	22.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$2.1M		50k	41.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$1.3M		7.0k	191.87	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.0	$1.3M	+4%	21k	63.33	View chart
Apple (AAPL)	0.8	$1.1M		6.2k	171.48	View chart
Willis Towers Watson SHS (WTW)	0.8	$1.0M	+49%	3.7k	275.02	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.7	$933k	+132%	27k	34.41	View chart
Microsoft Corporation (MSFT)	0.6	$778k	-10%	1.8k	420.72	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$697k	-3%	7.8k	89.50	View chart
Coca-Cola Company (KO)	0.5	$661k		11k	61.18	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$609k		11k	58.07	View chart
Exxon Mobil Corporation (XOM)	0.4	$577k		5.0k	116.24	View chart
Stryker Corporation (SYK)	0.4	$568k	NEW	1.6k	357.87	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$522k	+6%	9.6k	54.43	View chart
Thermo Fisher Scientific (TMO)	0.3	$465k		800.00	581.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$440k	+8%	5.7k	76.68	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$400k		9.8k	40.90	View chart
First Tr Morningstar Divid L SHS (FDL)	0.3	$398k		10k	38.48	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.3	$357k		4.1k	86.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$353k		4.1k	86.48	View chart
JPMorgan Chase & Co. (JPM)	0.3	$349k		1.7k	200.30	View chart
International Business Machines (IBM)	0.3	$346k	NEW	1.8k	190.96	View chart
Merck & Co (MRK)	0.2	$334k	NEW	2.5k	131.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$317k		606.00	523.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$315k	-22%	2.1k	152.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$309k		897.00	344.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$307k		731.00	420.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$307k	-3%	584.00	526.01	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$306k		1.6k	186.82	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.2	$301k		2.4k	126.59	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$291k		1.0k	286.53	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$280k		3.7k	76.28	View chart
McDonald's Corporation (MCD)	0.2	$279k	NEW	989.00	281.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$252k		1.5k	169.32	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$245k	+10%	4.1k	60.30	View chart
Johnson & Johnson (JNJ)	0.2	$231k	-12%	1.5k	158.19	View chart
Automatic Data Processing (ADP)	0.2	$215k	-3%	859.00	249.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$212k	NEW	1.8k	120.99	View chart
Public Service Enterprise (PEG)	0.2	$210k	NEW	3.2k	66.78	View chart
Globe Life (GL)	0.2	$204k	-50%	1.8k	116.37	View chart

Past Filings by Monument Group Wealth Advisors

SEC 13F filings are viewable for Monument Group Wealth Advisors going back to 2023

Monument Group Wealth Advisors 2024 Q1 filed May 8, 2024
Monument Group Wealth Advisors 2023 Q4 filed Feb. 1, 2024

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